LendCRM

LendCRM is a cloud-based Loan Origination Software integrated with CRM features, designed to streamline the loan origination process for lenders and brokers. This turnkey solution is targeted at mortgage lenders, loan officers, mortgage brokers, real estate investors, and financial institutions. According to the vendor, LendCRM offers effective CRM functionality and a range of features to cater to the specific needs of professionals in the lending industry, providing them with a platform to manage loan programs and collaborate with clients, brokers, and investors.

Key Features

Cloud Based Loan Origination Software: According to the vendor, LendCRM is a cloud-based loan origination software that provides a built-in and turnkey solution, enabling lenders and brokers to efficiently manage the loan origination process while leveraging the benefits of cloud technology.

Strong CRM Features: The vendor claims that LendCRM offers robust CRM functionality, including a Prospect Portal for gathering client data, a Contacts Portal for collaboration with brokers and investors, and customizable Sign Up Portals for brokers and agents.

Customizable Loan Programs: According to the vendor, LendCRM allows users to create and customize loan programs to meet their specific lending needs. From managing leads to processing, underwriting, closing, and servicing loans, this feature provides flexibility and adaptability in loan program management.

Automate Lending Process: LendCRM offers automation capabilities, as claimed by the vendor, to streamline the lending process. It includes a Rate Engine for generating interest rates based on a pricing matrix, loan calculators for computing monthly payments, and task management for team collaboration and productivity.

Document and Contract Management: The vendor states that LendCRM provides document and contract management features, allowing users to securely upload and organize required documents through the document portal. The software also offers a contract builder software with customizable templates, ensuring efficient and organized management of loan-related documents.